Average annual returns
Through 20251 year
20.84%
3 year
9.76%
5 year
9.72%
10 year
7.49%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
10.31%
Sharpe
1.00
Sortino
1.76
Max drawdown
-25.73%
Best month
9.79%
Worst month
-15.70%
Beta vs VTSAX
0.57
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.